Portfolio Overview: Take Control of Your Accounts.

When you become a client at Schwab, you'll get easy, intuitive access to your investments using a powerful, personalized portfolio overview. It allows you to customize your experience and manage your portfolio in convenient, efficient ways.

See Schwab and non-Schwab accounts in one place.

Stay on track by monitoring your portfolio value over time.

Use Stay Connected™ to get news about your holdings.

Arrange and name your accounts to customize your view.

Collapse or expand elements to tailor your experience.

Schwab Portfolio Overview

Managing your portfolio is easier than ever as a Schwab client. Once you log in, you’ll be greeted by a modern, personalized overview of your accounts that will allow quick access to your balances, positions, and performance, plus helpful tools and resources.

You can tailor your view to fit your needs so you’ll always know where you stand.

Naming, organizing, and reviewing accounts is easy and intuitive.

You can even link non-Schwab account information so you can see all your accounts at a glance.

Your Personal Value Chart delivers the big picture. It lets you see the total value of the accounts you choose and track how that value changes over time. You can customize views, timeframes, and settings with ease, and can automatically save all your preferences.

Keeping up with the markets is simple and straightforward. We deliver market data and relevant portfolio events directly to you from a variety of trusted sources, right alongside your account details.

Looking for the tools and resources you need to help you efficiently manage your entire portfolio? You’ll get that and much more at Schwab.

Investing involves risk including loss of principal. Demo shown is for illustrative purposes only and is not representative of any client, experience, or result. Individual experience will vary.

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Symbols and price and volume data shown here are for illustrative purposes only, and do not constitute a recommendation by Schwab to buy or sell a particular security.

Schwab does not recommend the use of technical analysis as a sole means of investment research.

Access to electronic services may be limited or unavailable during periods of peak demand, market volatility, systems upgrades or maintenance, or for other reasons.

Requires a wireless signal or mobile connection. System availability and response times are subject to market conditions and your mobile connection limitations. Functionality may vary by operating system and/or device.